Knack Operations
  • TABLE OF CONTENTS
  • Knack Operations Read-Only
  • Knack
    • Platform Overview
    • Functionality Guide
    • Style Guide
    • Banner Logos
    • Rounding Knack Costs Correctly
    • URL Parameters to populate a form
    • Importing Records
    • Copy an Application
  • Knack Security
    • Single Sign On (SSO)
      • Configuring a new Knack App with certificates
      • Enabling SSO in Knack
      • Configuring new certificates for all Knack Apps - When certs expire!
        • SSL Certificate Creation
  • Knack Integrations
    • Open Data Portal - Socrata Integration
    • ArcGIS Online Integration
    • CSR configuration prep in Knack
      • Creating CSR Page components
  • Knack Code
    • Code Version Control
    • GitHub Code Workflow
    • CODE: Login Buttons/App Setup
    • App Specific Custom Code
      • CODE: Vision Zero in Action
    • CODE: Knack Functionality
      • Big Buttons
      • Save Knack Record ID
      • Redirect Blank Menu Pages
      • Disable Trigger Buttons
      • Disable Modal Background Click/Touch
      • Disable Breadcrumb Navigation Links
      • Remove Back Links
      • Back Link Buttons
      • Return to Previous Page Button
      • Auto Input Validation Form Fields
      • Conditionally Hide/Show Form Fields
      • Return to Top Button
      • Refresh View Button
      • Detect IE
      • Set Map iFrame Source URL
    • CODE: Knack Look & Feel
      • Multipage Step Indicator
      • Modal Close Styling
      • Relabel Attachment Links
      • Navigation Dropdown Menu Buttons
      • In-Form Dropdown Menu Buttons
      • Trigger Buttons
      • Hyperlink a Form Field Label
      • Remove Table Header
      • Modify Table Summary Rows
      • Convert Values to UPPERCASE (Option A)
      • Convert Values to UPPERCASE (Option B)
      • Highlight Details View Label Body & Table Value
      • Report Headers
      • Report Filters Container Size
      • Report Element Colors
      • HighCharts Report Styling
      • Font Awesome Icons
    • CODE: Mobile Optimization
      • Detail Labels
    • CODE: Retrieve builder URL of Email Rules
    • CODE: Knack Print Page
      • Print Header with Page Break/Number
      • Print without overlapping views
      • Print using Menu Button
      • Print using Trigger Button
      • Show Character Limit of Input
      • Add fixed Footer on Print
  • AMD | DATA TRACKER
    • AMD | Data Tracker
    • Asset Changes
    • CSR | Flex Note Archiving
    • Cameras
    • Fix Broken CCTV Device Status Page Links
    • Performance Measures
    • Builder Notes
      • Configure New AMD Asset in Data Tracker
      • Data Tracker | Annual Signal and PHB Request Ranking
      • Page Rules (TMC) CSR
      • NOTIFICATION | Construction Status Email
      • NOTIFICATION | One Day Signal Engineer Due Date
      • DETAILS | Preventative Maintenance (PM)
      • DETAILS | Signal Detectors Object Tables, Reports, misc..
      • DETAILS | Signals
      • Signals Work Order | EDIT FORMS
      • Signals Work Order | FORM LOCATIONS
      • Editing Signals Work Order | NEW FORMS
    • Warehouse Inventory - Updating Journal Vouchers (JV) information
    • Cancel Transactions & Replenishments
    • Adjustment Transaction, Unit Cost Adjustments & Re-Stock
    • DTS | Adminstrative Action
  • DTS | Data & Technology Services Portal
    • DTS | Data & Technology Services Portal
    • Dataset inventory
    • Application Inventory
  • Finance & Purchasing
    • Finance & Purchasing Portal
    • Finance & Purchasing
      • Training, Quiz, Account Access Process
      • Purchase Request Statuses
      • List of emails generated
      • Re/Un-assigning Approver of a PR
      • Change PR Statuses (backend)
      • Invoice: FAQs
    • Warehouse Inventory
      • Adding a new inventory item
  • HR | Human Resources
    • HR | Human Resources Portal
    • Integrations TPW HR Portal
      • Integration HR Portal -> TPW Hire?
    • How to add a new HR Form
  • TPW Hire
    • TPW HiRe | Hiring Resource
  • PEP | Parking Enterprise Portal
    • PEP | Parking Enterprise Portal
    • Dispatch Resource Tracking Log Archiving
    • Update Parking Citation Report by Fiscal Year (FY)
  • ROW | Right of Way Portal
    • ROW | Right of Way Portal
    • COS JV Update
  • RPP | Residential Parking Permit Portal
    • RPP | Residential Parking Permits
    • Residential Parking Permits
    • RPP Migration
  • SBO | Street & Bridge Operations
    • SBO | Street & Bridge Operations
  • SMD | Signs & Markings Operations
    • SMD | Signs & Markings Operations
    • Table of Contents
    • Workflow
    • Markings | Work Orders
      • Process & Module Functionality
    • Markings | Service Requests
      • Process & Module Functionality
    • Signs | Work Orders
      • Process & Module Functionality
    • Signs | Service Requests
      • Process & Functionality
    • Contractor | Work Orders
      • Process & Module Functionality
    • Sign Fabrication Work Orders
      • Process and Functionality
    • Special Functions/Codes
      • Work Order Attachments
  • SMO | Smart Mobility Operations
    • SMO | Smart Mobility Portal
  • SMS | Shared Mobility Services
    • SMS | Shared Mobility Portal
    • License & Permit Management
    • Sources for Monthly Trip Records
  • STREET BANNER PROGRAM
    • Street Banner Program
    • Street Banner Program
  • TDS | Transportation Development Services
    • TDS | Transportation Development Services Portal
    • Color Palette
    • Role Permissions Guide
    • App Logic
      • Calculating Date Values for Reporting
      • Incrementing Review Cycle Automatically
      • Calculating Review Time & On Time Percentage
      • Calculating Cycle Completion Percentage
      • Calculating an Expiration Date
      • Automatic Due Date with Manual Adjustment
      • Roll up Child Object Conditionals
      • Converting an Entered Percentage to a Percentage Value
      • Create a Connection Link Field to View a Searched Record
      • Extracting Location Coordinates to add a Map Marker Map
    • TDR | Development Reviews
    • TIA | Traffic Impact Analysis
    • TDA | Transportation Development Assessments
  • Traffic Register
    • Traffic Register
    • Table of Contents
    • Workflow
    • Modules
    • Special Functions/Code
    • Permissions
  • TPW Forms
    • TPW Forms
  • Urban Forestry
  • VZA | Vision Zero in Action
    • VZA | Vision Zero in Action
    • Batch Copy Process for VZA Assignments
    • Calculate School Closures
    • Login Process for Officers
    • Officer Records
    • Update reports in Power BI
    • Use Tasks for Creating Child Records
    • Use Tasks for Notifications
  • O365 Resources
    • Resources
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On this page
  • Current Process
  • Module Functionality
  • New Work Order
  • Markings Work Order page (Main/Parent page)
  • Work Order Details page
  • Job Details page
  • Work Schedule page
  • Manage Schedule page
  • Jobs | Markings page
  • Reports page

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  1. SMD | Signs & Markings Operations
  2. Markings | Work Orders

Process & Module Functionality

Current Process

  • Requester fills out work order information and location information

    • SBO/WHEREABOUTS: Fills out SBO Completed Date and markings that need to be reinstalled based on Work Groups

  • Work Order status is ON HOLD as plans need to be attached unless requester is:

    • 311 SR

    • SBO Whereabouts

      • Subtype: Utility Cuts, Concrete Work, or Pothole Repair

    • Maintenance

  • Work Order status is NEED TO BE ISSUED after ON HOLD status is removed

    • Happens when REQUESTER adds attachment where they type of attachment is Plans as a PDF

  • Markings supervisor reviews work order information and issues work order to technician

  • Technician reviews job details assigned and does work in field

  • Technician fills out time, specifications, materials, DOSAs (Daily Operation Safety Assessments), and submits for review when job is done

  • When all jobs in the work order are completed, work order status is set to FINAL REVIEW

  • Supervisor reviews work orders in FINAL REVIEW status and closes work order if passes final review

Module Functionality

New Work Order

  • Requester creates "New Work Order" - enters work order and location information

Markings Work Order page (Main/Parent page)

  • Work Order records on table view grouped by requester

    • Default filter view is work orders in NEED TO BE ISSUED status

  • Ability to click on details page from table view

Requester

  • Can see status/details through My Work Orders | Created tab

  • Advanced Search option or main page table view to look for specific work order

Supervisor

  • Can schedule jobs through Work Schedule > Manage Schedule

    • Modal: Select Scheduled Time and Assigned To

    • Lets requesters know the scheduled work for the week and work planning for supervisors

  • Can see status/details through main page table

    • Looks at work orders in NEED TO BE ISSUED status

  • Can issue jobs to specific technicians in work order details page

    • Modal: Select Assigned To

    • Can add jobs and put work orders on hold

Technician

  • Can see list of jobs issued to technician

Work Order Details page

This page has all the work order information

  • Top level menu (Add Attachment, Add Comment, Edit, Cancel, Hold, Issue Jobs, Close)

  • Table to show any comments

    • Requesters, supervisors, and technicians can add comments

  • Table to show jobs and to click on jobs details

  • Table to show attachments

    • Requesters, supervisors, and technicians can add attachments

Job Details page

This page has all the work order information

  • Top level menu (Cancel, DOSA, Attach, Comment, Complete)

  • Table to show all comments for job

  • Table to show all attachments in work order

  • Table to view DOSAs

    • Technician can add DOSA by checking yes on setup traffic control, checked (PPE), and noting any hazards

  • Table to view time for the job

    • Technician add time such as technician(s), vehicle(s), hours worked, minutes worked, and date worked

  • Table to view specifications for the job

    • Technician add specifications and quantity

  • Table to view materials for the job

    • Technician add materials and quantity

Work Schedule page

This page has all the work schedule information

  • Top level menu (Manage Schedule)

  • Calendar view of scheduled markings work for this week and next week

    • Modal: Shows schedule date, requester, requester ID, work group, coordination, what is issued to, links to work order detail and job detail

    • Can add Non-operational events

  • Table view of scheduled markings work

    • Column for scheduled date

  • Table view of non-operational events

    • Can delete non-operational events

Manage Schedule page

This page has all the work scheduled/unscheduled information

  • Table view of unscheduled markings jobs

    • Edit modal: Supervisor can set scheduled date and assign to specific technician

  • Table view of scheduled markings jobs

    • Edit modal: Supervisor can change scheduled date and change technician assigned

  • Calendar view of scheduled markings jobs

    • Edit Modal: Supervisor can change scheduled date and change technician assigned

    • Can add non-operational events

  • Table view of non-operational events

    • Can delete non-operational events

Jobs | Markings page

This page has all the jobs information

  • Top level menu (New Work Order, All Work Orders, Work Schedule)

  • Table view of jobs grouped by work group

    • Default filter is jobs in the ISSUED status

  • Buttons to filter jobs by work group

Reports page

This page has reports information for performance measures

  • Top level menu (Unstriped streets, Markings Time Labor Vehicle Report, Specifications by Month, Work History, Reimbursements)

  • Bar chart view of task status the last 30 days

  • Search view of specifications

  • Table view of materials

    • Can filter by item and requester

  • Table view of markings project reimbursements

    • Modal: Reimbursements received

Unstriped Streets Report

  • Table view of work orders by SBO/Whereabouts and ATSD

    • Columns on projected 2 weeks, 30 days, 60 days, and 90 days

  • Table view of commented by wrok group

Markings Time Labor Vehicle Report

  • Table view of jobs grouped by work order with count of jobs, time logs, vehicles, technicians, and completed date

  • Table view of time logs for signs work orders and time work orders with count of time logs, vehicles, technicians, and total technician hours

Specification by Month

  • Table view of long line specification by month

    • Total sum of footage

  • Table view of short line specification by month

    • Total sum of short line

  • Table view of specialty markings specifications by month

    • Total sum of specialty markings

Work History

  • Search view of time logs by keyword search, date worked, job ID, and contractor work asignment ID

Reimbursements

  • Table view of reimbursements with columns for invoice, labor, comments, and approval

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Last updated 2 years ago

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